Investment Policy Review

Oversight and regulations. They are having more extensive impact on the portfolio management process every day. The first step in that process is to ensure that you have a solid investment policy in place.

Strong policies form the basic framework by which your credit union’s board and management set the operational procedures and investment philosophy for your institution.

Before Objective Advisors provides any portfolio advice, we conduct a thorough review of your credit union’s investment policy. After this review, we make recommendations as to what needs to be changed in order to satisfy current regulatory guidelines. We will also share our investment policy template with those clients who are looking to rewrite or refortify their existing policy.

Objective Advisors will also periodically review your policy, as requested, to ensure that it continues to meet all regulatory guidelines.

Let us help you create the best policy for your credit union.
Objective Advisors, Inc. is a Registered Investment Advisory firm that is regulated by the Securities & Exchange Commission.